See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,681 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $734 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,592 | $65,435+23.2% | $86,677-7.0% | $66,914+20.4% |
| Participation rate | 94.2% | 75.5%+18.7pp | 76.6%+17.6pp | 69.8%+24.4pp |
| Annual return | -16.61% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $3,318 | $2,153+54.1% | $2,836+17.0% | $2,544+30.4% |
| Participant deferral / active EE | $5,573 | $4,100+35.9% | $4,656+19.7% | $4,237+31.5% |
| Admin fee / account holder | $170 | $642-73.5% | $7,493-97.7% | $593-71.3% |